SendJim + Service Fusion

Update job status in Service Fusion and trigger a send neighbor mailing action in SendJim

Keep track of job status updates in Service Fusion and ensure your neighbors are notified promptly through SendJim with this seamless workflow. It springs into action as soon as there's a change in job status in Service Fusion and sends out a neighbor mailing via SendJim. Enhance your business operations and make sure you and your neighbors are always on the same page.

When this happens...
Job Status Updated
Triggers when a job status is updated.
TriggerInstant
automatically do this!
Send Neighbor Mailing
Send neighbor mailing to the provided address
ActionWrite

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Supported triggers and actions

- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
Try It
New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
Try It
- TypeRequired
- Start DateRequired
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
Action
Write
- ###Customer Contact Information
- CustomerRequired
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job StatusRequired
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
Action
Write

- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- QuickSendRequired
- Tags
Action
Write

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
Try It
- Customer NameRequired
- Account Number
- Private Notes
- Public Notes
- Payment Terms
- Discount
- Discount Type
- Credit Rating
- Labor Charge Type
- Labor Charge Default Rate
- Qbo Sync Token
- Qbo Currency
- Last Serviced Date
- Is Bill For Drive Time
- Is Vip
- Is Taxable
- Parent Customer
- Referral Source
- Agent
- Assigned Contract
- Payment Type
- Tax Item Name
- Industry
- Prefix
- First Name
- Last Name
- Suffix
- Type
- Job Title
- Department
- Dob
- Anniversary
- Is Primary
- Email
- Email Class
- Email Types Accepted
- Phone
- Phone Type
- Phone Extension
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Country
- Nickname
- Gate Instructions
- Latitude
- Longitude
- Location Type
- Is Primary
- Is Gated
- Is Bill To
- Customer Contact
- Custom Fields
Action
Write
- TimingRequired
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
- Tags
Action
Write

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

Learn more

Related categories

Marketing

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.